Financial Advisor
Full-time
Conexus Credit Union
As a Financial Advisor in Regina, you are responsible for understanding our members financial goals and supporting their achievement through the provision of sound financial advice. This includes the offering and fulfillment of financial services and products to new and existing non-portfolio aligned members.
How youll be spending your time Member Experience and Sales Proactively identify members financial goals and provide advice and solutions to support their achievementProvide account, investment and lending products, within scope of position, to meet member needs:
Memberships and accounts including lines of credit
Consumer investment products (excluding mutual funds)
Non-complex consumer lending products
Cards
Registered products
Safety deposit boxes
Mobile banking solutions
Day to day banking needs
Conduct proactive outreach activities to educate members and prospective members on the value and function of our products and services
Increase retention and expansion of member relationships by referring members to appropriate subject matter experts, based on needs, and follow-up to ensure member satisfaction Compliance and organizational support Ensure complete, accurate and timely documentation
Adhere to security and operational policies, procedures and operational controls
Ensure healthy balance between opportunity & risk and between growth & profitability (e.g. through understanding and application of profitability margins in rate negotiation, fee subsidies, etc.)
Positively represent Conexus externally to support the growth of our membership and to enhance credit union system support and collaboration
Proactively identify opportunities to enhance processes and improve operational efficiencies
Provide support, assistance and backup as required for retail team *This posting will be ongoing for current and future Financial Advisor opportunities within Conexus Credit Union in Regina, SK.*
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Regina Census Division, SK vacancy
- ...As a Financial Advisor, Investments in our Member Contact Centre (call centre), you will be responsible for understanding the financial goals of our members and supporting their achievement. This includes the offering and fulfillment of financial services and products. As...SuggestedFull time
$22.24 - $26.16 per hour
...member-service ambassador to come on board as a temporary, part-time Financial Service Representative in Regina, working 20-30 hour per week!... ...- Uncovering opportunities to refer members to Financial Advisors to further develop and strengthen relationships - Adhering to...SuggestedFull timeContract workTemporary workPart timeImmediate start- ...We're looking for a strategic, emotionally intelligent Senior Communications Advisor Internal who thrives in complexity and is energized by helping people navigate change during a period of significant organizational transformation. As Conexus, Cornerstone, and Synergy...SuggestedFull timeWork at officeRemote work
- ...build trust, develop and maintain relationships Qualifications: The successful candidate will have experience as a licensed Life Advisor. Ideally the candidate will have a university degree supported by industry designations. You are known for your business acumen,...SuggestedFull time
- ...The Customer Service Advisor is responsible for creating a front office atmosphere that fosters a high level of service. This position is the main point of contact for customers and assists the Store Manager as required. Accountabilities (include but are not limited...SuggestedFull timeWork at office
- ...SaskCentral is seeking a collaborative and analytical finance professional to join our team. As the Senior Analyst, Financial Management & Reporting, you will play a key role in supporting strategic decision-making by delivering insightful financial reporting, forecasting...Full time
$40k - $50k per year
...We are a small, relationship focused financial advisory practice in Regina supporting over 1,500 clients. We operate with a lean, practical... ...in office at our Regina location. You will work closely with advisors and team members in a collaborative environment where initiative...Long term contractFull timeWork at officeMonday to friday- ...advice, and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and our... ...homeland of the Métis. The bigger picture As a Financial Advisor, Investments, you will be responsible for understanding the...Full timeTemporary work
$28 - $33 per hour
...SERVICE DEPARTMENT. TASKS TO INCLUDE DISASSEMBLY AND REPAIR OF HYDRAULIC VALVES, MOTORS, PUMPS AND CYLINDERS. WORKING WITH THE SERVICE ADVISOR TO REMEDY THE REPAIR.CANDIDATE MUST HAVE OWN BASIC HAND TOOLS AND A VALID DRIVERS LICENSE.EXPERIENCE IN THE HYDRAULIC FIELD WOULD BE...Full timeMonday to friday$50k - $100k per year
...Imagine building your career with a company that is both Human and Kind… At Serenia Life Financial , we’ve been helping Canadians protect the people they love and live generously for nearly 100 years. Our approach is simple: understand our clients, build meaningful...Remote workFlexible hours$70k - $90k per year
...new skills to apprentices - Ensure compliance with all safety and environmental regulations - Communicate effectively with service advisors and about maintenance and repair recommendations - Uphold our values of inclusivity by fostering a welcoming workplace What we...Full timeApprenticeship- ...Harvard Western Insurance is seeking a licensed and experienced Personal Lines Insurance Advisor to join our team. Harvard Western Insurance and it's predecessor firms have been privileged to provide personal, automobile, farm and business insurance for over 100 years...Full time
- ...with brake repairs and other light mechanical work as experience allows. Inspect vehicles and report any concerns to the service advisor. Keep the shop clean, organized, and safe. Work efficiently as part of a busy team. Qualifications Automotive or tire experience...Long term contractFull timeSeasonal workAfternoon shift
$80k - $160k per year
...Ensure all work meets safety standards and manufacturer specifications Maintain clear and professional communication with service advisors and team members Contribute to a positive customer experience and foster long-term brand loyalty Support overall department productivity...Price workLong term contractFull time$30 - $34 per hour
...link to view the job on the National Job Bank. Skills and Abilities Tasks - Calculate and prepare cheques for payroll - Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems - Maintain general...Full timeWeekend workAfternoon shift- ...family-owned transportation company with over 40 years in business, we are seeking a hands-on professional to oversee the day-to-day financial operations of the company. This position works closely with ownership, logistics personel, and our external accounting firm....Full time
$17 per hour
...questions - Do you have experience working in this field? Employment terms options - Evening - Morning - Day - Weekend Financial benefits - Gratuities - Pension plan Support for newcomers and refugees - Does not require Canadian work experience Support...Full timeTemporary workWeekend workDay shiftAfternoon shift$22 per hour
...Night - Overtime available Health benefits - Dental plan - Disability benefits - Health care plan - Vision care benefits Financial benefits - Registered Retirement Savings Plan (RRSP) Other benefits - Free parking available Support for youths -...Full timeNight shiftDay shift- ...Bookkeeper to join our team and support a diverse portfolio of clients. The Bookkeeper will be responsible for maintaining accurate financial records, processing transactions, preparing financial reports, and assisting with month-end and year-end accounting activities for...Full time
$35.5 per hour
...oral inquiries Screening questions - Do you have experience working in this field? Employment terms options - Morning - Day Financial benefits - Pension plan Support for newcomers and refugees - Does not require Canadian work experience Support for...Full timeTemporary workDay shift- ...Equipment is creating a new Executive Assistant role to support two members of our executive team - our Chief Operating Officer and Chief Financial Officer. This is an in-office position located in our Regina head office.At Redhead Equipment we do Whatever It Takes to meet the...Full timeWork at office
- ...Are you someone who combines excellent analytical skills with a thorough knowledge of accounting principles to analyze financial reports and forecasts? Then this role is for you! As a Senior Accountant, you will be responsible for supporting the operation and business activities...Full timeWork at office
$60k - $75k per year
...Supervise and support clinic staff. Recruit, train, schedule, and evaluate employees. Manage payroll, budgeting, purchasing, and financial reporting. Oversee clinic operations, policies, and regulatory compliance. Coordinate physician schedules and administrative...Full timeWork at office$25.5 per hour
...adjustable desks and chairs, accessible parking, etc.) - Offers resources to help mature workers plan their retirement (for example: financial planning, access to pension and benefits, lifestyle adjustments, etc.) Supports for visible minorities - Participates in a...Full timePart timeSeasonal workWork at officeImmediate startRelocationFlexible hours$17 - $18 per hour
...Overtime available Health benefits - Dental plan - Disability benefits - Health care plan - Paramedical services coverage Financial benefits - Group insurance benefits - Life insurance - Registered Retirement Savings Plan (RRSP) Other benefits - Deferred...Full timeWeekend workDay shiftAfternoon shift$18 per hour
...terms options - Flexible hours Employment terms options - To be determined - Day Workplace information - On the road job Financial benefits - Mileage paid Support for Veterans - Participates in a government or community program or initiative that supports...Casual workFlexible hours- ...to the City Solicitor, the Risk Manager leads the Citys risk management program, helping protect municipal operations, assets, and financial interests. This role oversees insurance, claims management, risk assessments, property inspections, and loss prevention initiatives...Long term contractPermanent employmentFull time
- ...becomes an extension of every organization we support and delivers outsourced accounting and advisory services through the latest in financial technology. Why Work with Vista? Our priority is helping people. As part of our team, you will help clients achieve the full...Full time
$110k - $130k per year
...design coordination, construction support, and project closeout. What Youll Do Lead project planning, proformas, budgeting, and financial analysis Coordinate multidisciplinary consultant teams and technical studies Navigate Saskatchewans planning and municipal...Full timeSummer workWork at office$22.02k - $23.55k per year
...$23.550 (3 step range) Travel Required: No Job : Provides a wide range of administrative support and coordination of clerical/financial services to a variety of department(s) and/or program(s) and/or facility(ies). Human Resources Exemption: No Experience - One...Full timeWork at officeShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- financial advisor Regina Census Division, SK
- financial advisor assistant Regina Census Division, SK
- financial planning consultant Regina Census Division, SK
- financial services associate Regina Census Division, SK
- conseiller financier - desjardins
- financial advisor
- associate financial representative
- conseiller financier
- financial advisor - investment & retirement planning
- conseiller financier - finances personnelles